|
1
|
Bank of America
Charlotte,
North Carolina
|
$231M
|
-$12.1M
|
-141,225
|
-5%
|
|
|
2
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$143M
|
+$137M
|
+1,593,060
|
New
|
|
|
3
|
|
$113M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$84.1M
|
-$50.6M
|
-590,581
|
-39%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$64.7M
|
-$19.7M
|
-229,797
|
-24%
|
|
|
6
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$43.9M
|
-$124K
|
-1,443
|
-0.3%
|
|
|
7
|
New York Life Investment Management
New York
|
$41.1M
|
+$1.41M
|
+16,440
|
+4%
|
|
|
8
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$40.1M
|
+$184K
|
+2,151
|
+0.5%
|
|
|
9
|
Advisory Alpha
Holland,
Michigan
|
$39.1M
|
-$895K
|
-10,441
|
-2%
|
|
|
10
|
|
$31.2M
|
-$2.52M
|
-29,412
|
-8%
|
|
|
11
|
Howard Capital Management
Roswell,
Georgia
|
$28.9M
|
-$1.55M
|
-18,070
|
-5%
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$28.5M
|
+$68.8K
|
+802
|
+0.3%
|
|
|
13
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$28.5M
|
-$188K
|
-2,197
|
-0.7%
|
|
|
14
|
AllianceBernstein
Nashville,
Tennessee
|
$24.9M
|
+$2.49K
|
+29
|
+0%
|
|
|
15
|
|
$24.4M
|
-$15.9M
|
-185,161
|
-41%
|
|
|
16
|
Insight Wealth Strategies
San Ramon,
California
|
$21.9M
|
+$9.98M
|
+116,343
|
+90%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.7M
|
+$286K
|
+3,330
|
+2%
|
|
|
18
|
|
$17.1M
|
-$7.85M
|
-91,502
|
-33%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.6M
|
-$3.6M
|
-42,043
|
-19%
|
|
|
20
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$15.9M
|
+$716K
|
+8,353
|
+5%
|
|
|
21
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$15.3M
|
+$321K
|
+3,748
|
+2%
|
|
|
22
|
CacheTech Inc
Logan,
Utah
|
$15.1M
|
-$616K
|
-7,182
|
-4%
|
|
|
23
|
Adams Wealth Management
Logan,
Utah
|
$14.8M
|
-$670K
|
-7,818
|
-5%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$14.6M
|
-$3.73M
|
-43,562
|
-21%
|
|
|
25
|
Systelligence LLC
Bloomington,
Minnesota
|
$14.5M
|
+$7.02M
|
+81,860
|
+103%
|
|
